D3 Energy Limited · ASX:D3E
D3 Energy — The Think Equity Conference (October 2026)
24 slides from D3 Energy's conference presentation, Oct 15, 2026
Slide 1: The Think Equity Conference
The Think Equity Conference Mandarin Oriental, New York (ASX:D3E) & (OTCQX:DNRGF) David Casey – Managing Director & CEO 15th October 2026 d3energy.com.au
Slide 2: Disclaimer
Disclaimer This document provides summary information about D3 Energy Limited (ACN 649 276 808) (D3 Energy or the Company) current as at the date of this presentation. This document has been prepared for information purposes only This document is not, and should not be considered as, an offer or an
Slide 3: Disclaimer - Compliance Statements
Disclaimer Compliance Statements Gas Reserves, Contingent Resources and Prospective Resources - ER316 and PR016 The statements and consents, in relation to the estimate of gas Reserves for ER315 and PR016 included in this Presentation, are outlined in the Company’s ASX announcement dated 24 July 202
Slide 4: Who is D3 Energy?
Who is D3 Energy? d3energy.com.au | 4
Slide 5: The Team - Leadership with a Legacy of Success
The Team - Leadership with a Legacy of Success Board and Management have demonstrated ability to: Identify and develop high-potential energy assets Attract institutional capital Drive strategic growth Deliver successful outcomes for shareholders Built and Sold Leading Energy Companies: • Eastern Sta
Slide 6: The Company - Corporate Snapshot
The Company - Corporate Snapshot (ASX:D3E) & (OTCQB:DNRGF) Major Shareholders (as of 14th Oct 2026) Greg Columbus (Chair) 3.31% David Casey (MD & CEO) 5.32% 151.9m $0.255 John Zetzman (Tech Mgr) Shares on issue Share price (@ 14 Oct 2026) 4.16% $38.73m $6.74m Matthew Worner (NED) Market Cap Cash (30
Slide 7: Why Helium & Why Now?
Why Helium & Why Now? d3energy.com.au | 7
Slide 8: What is it…why so scarce?
What is it…why so scarce? • Helium was first detected in 1868 as a bright yellow spectral line in sunlight by astronomer's Pierre Janssen and Norman Lockyer • It was discovered on Earth 26 years later Helium is ONLY generated by natural radioactive decay of Uranium and Thorium and while being the se
Slide 9: The why?…AI is driving a new Paradigm
The why?…AI is driving a new Paradigm • What are the companies that we are all talking about? Nvidia, Spacex, Tesla, Amazon/AWS – all need semiconductors and some need helium directly • Rapid adoption of AI is fuelling data centre growth • Demand for data centres predicted to triple by 2030 alone •
Slide 10: Middle East conflict has focused attention on helium supply
Middle East conflict has focused attention on helium supply • The disruption to Qatari helium production has raised concerns over security of supply supporting higher helium pricing globally • Term pricing for new contracts has also moved up with ASP announcing a 5-year deal at over US$600/mcf from
Slide 11: Fragile helium supply chain highlights need for new sources
Fragile helium supply chain highlights need for new sources • China has specifically incorporated helium into its next 5-year plan • Japan is moving from commercial working inventories towards government backed strategic helium stockpiles • South Korean government allocated US$585M to subsidise high
Slide 12: Why D3 Energy?
Why D3 Energy? d3energy.com.au | 12
Slide 13: D3 ideally placed geopolitically & geographically
D3 ideally placed geopolitically & geographically ✓ Genuinely unique world class helium 5% and biogenic methane 87% province with evidence of unprecedented gas regeneration and recharge – no decline ✓ Proven production, reserves and largest independent certified pure helium contingent resource of al
Slide 14: Maiden Reserve Certification & Resource Upgrade
Maiden Reserve Certification & Resource Upgrade Reserve (BCF) 1P 2P 3P Gross Reserve 7.21 14.43 22.97 Net Methane Reserve 5.45 10.91 17.36 Net Helium Reserve 0.353 0.706 1.124 Contingent Resource (BCF) 1C 2C 3C Recoverable Gas Resource 415.4 808.8 1506.5 Recoverable Methane 356.8 690.3 1279.4 Recove
Slide 15: South African Assets Truly Unique
South African Assets Truly Unique d3energy.com.au | 15
Slide 16: ER315 – Excellent initial results
ER315 – Excellent initial results • Measured helium concentrations of 4.7% to 6.2% confirm world class potential – helium concentrations of less than 1% commercial elsewhere • Well’s free flow gas to surface – negligible pressure, no produced water, no downhole equipment…NO ISSUES! • Legacy borehole
Slide 17: A truly unique reservoir…
A truly unique reservoir… RBD03 Production Testing June 2025 August 2024 • Higher pressure and flow rates after being shutin for 12 months can only imply continual recharge of helium and biogenic methane at depth The result of re-testing more than 12 months apart is the paradox of HIGHER NOT LOWER r
Slide 18: ER315 – Flow test results
ER315 – Flow test results • Excellent flow rates measured in new and legacy gold exploration boreholes • Peak gas rate for RBD10 of 310msfcd • Measured permeability and interference between wells in all tests indicates very good reservoir quality and connectivity • Legacy boreholes that have been fl
Slide 19: South Australian Assets
South Australian Assets d3energy.com.au | 19
Slide 20: Australian Assets – “Conventional” Helium & Hydrogen
Australian Assets – “Conventional” Helium & Hydrogen Arckaringa Basin – PEL 121 & 122 (5,865 km2/1,450,000 acres) • Analogous Mt Kitty-1 measured 9% Helium and 11% Hydrogen • Previous wells in Arckaringa have NOT drilled below salt • To date 2 prospects and 9 leads have been identified on available
Slide 21: PEL121 – Maiden Prospective Resource
PEL121 – Maiden Prospective Resource • Resource ONLY for PEL121 Hydrohelix and Cootanoorina prospects • Total Prospective net 2U Resource of 54 BCF recoverable helium, 88 BCF recoverable hydrogen and 226 BCF methane • Volumes cover both the Heavitree Sandstone and Fractured Basement Prospective Reso
Slide 22: Catalysts…
Catalysts… d3energy.com.au | 22
Slide 23: The next 12 months?
The next 12 months? • Submission and acceptance of Production Right application (PRA) • Prospective Resource for PEL 121 - Hydrohelix Prospect • Granting of Strategic Integrated Project (SIP) status • Contingent Resource upgrade to incorporate ER386 • Potential JV partner for PEL 121 & 122 – prefer
Slide 24: THANK YOU…
THANK YOU… d3energy.com.au Tel: +61 2 8072 1400 Email: [email protected] Web: www.d3energy.com.au
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